Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COTFX (AQUILA TAX-FREE FUND OF COLORADO CLASS A) | 1.42% | 6.62% | 3.02% | 0.65% | 1.27% | 2.21% | 2.69% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COTFX (AQUILA TAX-FREE FUND OF COLORADO CLASS A) | 06/21/1996 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 6.62 | 3.02 | 0.65 | 1.27 | 2.21 | 2.69 | … | … | 1.42 | 3.69 | 0.80 | 3.81 | -6.11 | -0.42 | 3.80 | 4.82 | 0.66 | 2.55 | 0.08 | 2.99 | 7.74 | -2.67 | 5.84 | 8.82 | 1.42 | 9.38 | 0.59 | 3.23 | 3.15 | 1.49 | 2.27 | 4.33 | 9.39 | 4.64 | 8.35 | -0.85 | 4.49 | 6.80 | 4.87 |
| Sharpe Ratio | NA | 1.61 | 0.00 | -0.67 | -0.12 | NA | NA | … | … | 0.27 | 0.21 | -1.08 | 0.06 | -2.59 | -0.33 | 0.59 | 2.32 | -0.51 | 1.06 | -0.06 | 1.67 | 4.03 | -0.90 | 2.51 | 3.63 | 0.53 | 3.74 | -0.10 | 0.05 | -0.13 | -0.32 | 0.37 | 1.01 | 2.58 | 0.89 | 2.07 | -1.91 | 0.46 | 1.34 | 1.90 |
| Standard Deviation(%) | NA | 2.37 | 3.08 | 2.85 | 2.98 | NA | NA | … | … | 2.76 | 3.84 | 2.62 | 2.56 | 2.92 | 1.38 | 6.03 | 1.45 | 1.43 | 1.80 | 2.24 | 1.78 | 1.92 | 3.00 | 2.33 | 2.42 | 2.53 | 2.48 | 3.68 | 1.76 | 2.07 | 2.39 | 3.50 | 3.57 | 3.20 | 2.48 | 2.00 | 2.21 | 2.24 | 2.32 | 3.04 |
| Draw Down(%) | NA | 2.83 | 4.55 | 9.95 | 9.95 | NA | NA | … | … | 2.83 | 4.55 | 2.03 | 4.17 | 9.25 | 1.76 | 8.95 | 1.32 | 1.90 | 1.77 | 4.35 | 1.79 | 0.84 | 6.45 | 2.04 | 2.17 | 4.82 | 1.52 | 6.32 | 1.12 | 1.29 | 2.39 | 5.60 | 5.41 | 3.57 | 3.30 | 1.80 | 3.01 | 1.46 | 1.69 | 1.30 |
| Yield(%) | 0.00 | 3.14 | 2.86 | 2.22 | 2.14 | 2.57 | 2.93 | … | … | 1.11 | 3.27 | 2.79 | 2.21 | 1.64 | 1.52 | 1.78 | 2.17 | 2.35 | 2.35 | 2.63 | 2.95 | 3.18 | 2.96 | 3.33 | 3.82 | 3.88 | 4.09 | 4.01 | 4.02 | 4.03 | 3.89 | 3.72 | 4.06 | 4.37 | 4.49 | 4.82 | 5.30 | 4.30 | 4.61 | 3.05 |
Data as of 06/03/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COTFX (AQUILA TAX-FREE FUND OF COLORADO CLASS A) |
-2.42%
Oct 2020 – Oct 2023 |
-0.53%
Jul 2020 – Jul 2025 |
1.01%
Oct 2012 – Oct 2022 |
1.84%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COTFX (AQUILA TAX-FREE FUND OF COLORADO CLASS A) |
8.66%
May 2000 – May 2003 |
5.92%
Jan 2000 – Jan 2005 |
4.79%
May 2000 – May 2010 |
4.61%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart